Luis Rodríguez

Value investor - Fishing deep, fishing alone

[Luis Rodríguez @LusRodr96996519]

@cashsarmax ...n.Nn.m?N
.

[Luis Rodríguez @LusRodr96996519]

@cashsarmax .ñnnnmmnmnmmnnnnnmńnnńNNMn

N
M

[Luis Rodríguez @LusRodr96996519]

@JavierBlas @grok explain what he means by "may not be what it looks at first glance"

[Luis Rodríguez @LusRodr96996519]

@CipresMomentum @AdrianDiazMarro Me temo que son 1.500.000 de nuevos ingenieros por año no 10. Aún así son muchos

[Luis Rodríguez @LusRodr96996519]

@CapitanBitcoin La situación era peor todavía desde la llegada del peronismo en los años 40 Argentina solo había tenido superávit financiero dos años

[Luis Rodríguez @LusRodr96996519]

@CapitanBitcoin 40.000 empleados públicos menos

[Luis Rodríguez @LusRodr96996519]

@CapitanBitcoin La última cifra de inflación mensual es menor del 1.5% en junio, el año cerrará entorno al 27% de inflación anual

[Luis Rodríguez @LusRodr96996519]

@BowTiedMara You know perfectly that's not remotely true

[Luis Rodríguez @LusRodr96996519]

@chigrl In 9 months the Spanish government and its partners will not even be able to agree on it

[Luis Rodríguez @LusRodr96996519]

@thomasitorpet @ThomasGibon @Whyman5Whyman @MadiHilly Man, just accept your defeat. Facts are facts

[Díaz Villanueva @diazvillanueva]

España en vilo ante la previsible (y más que justificada) reacción de la federación de tunos.

[Erik Townsend 🛢️ @ErikSTownsend]

I'm making the FULL VERSION of my 2018 book available FREE to anyone who can't afford to buy it.

The FREE .PDF is at https://t.co/RXvDSQktIC. No registration walls or other bullshit. Just good stuff, FREE.

Please re-tweet and cross-post far and wide to help get the word out.

[Luis Rodríguez @LusRodr96996519]

@duediligenceguy And yet it's still well below current inflation rate: 51%

[Luis Rodríguez @LusRodr96996519]

@duediligenceguy As a spaniard I am afraid this is just the beginning

[Otavio (Tavi) Costa @TaviCosta]

Where are we in the precious metals cycle?

There is no shortage of questions on why gold has significantly underperformed during such an ideal macro setting.

Here is thread 👇👇👇

[Luis Rodríguez @LusRodr96996519]

@duediligenceguy The raise in energy prices in Spain has everything to do with interventionist government practices. Of course the government will blame scape goats as usual and people will believe them.

[Otavio (Tavi) Costa @TaviCosta]

Investors are always looking to history for guidance by attempting to find the most economically comparable period to the present.

Two timeframes are the most conspicuous, the '40s and the '70s.

However, today’s macro environment is significantly more extreme.

Thread

👇👇👇

[Luis Rodríguez @LusRodr96996519]

@a_martinoro @BishopWalther Supongo que además de llevar un elevado tren de vida la casa que luego tuvo que vender le costó mucho y la compró en un mal momento

[Luis Rodríguez @LusRodr96996519]

@Seteburgos @fdezordonez @EliasGrima Estos son los principales productores del mundo después de Kazahistan le sigue Canadá y Australia. Así que no, nadie les engaña para que el pérfido occidente se aproveche.

[HorizonKinetics @HorizonKinetics]

There’s the #CPI, which people believe is #inflation, but isn’t. And there’s the McDonald’s Big Mac. The price of this real-world diversified “basket” of goods and services includes commodity costs (beef, wheat…) transportation costs, real estate, labor and marketing…